Global Wealth Leader Summit 2019 | Finfo Global | 18 April 2019 | TBA, Shanghai, China

Main Topics:
• New and Changes: The Development and Innovation of
• Wealth Management under the New Regulations
• Explore New Opportunities for Private Banking to
• Develop Their Family Trust Business
• The Future of Family Trust Business in China under the New Rules of Asset management
• After the "ceasefire" of the Trade War, where should
• Overseas Investment and Global M&A go?
• New Challenges to the Offshore Architecture of
• Family Offices in the Asia-pacific Region
• CRS+ FATCA, How HNWIs Deal with the "Naked Asset" Era
• The Challenges for the Development of Charitable Trusts
• Alternative Investment for HNWIs in China

2019 Speakers

Li Lin
Managing Director, CreditEase Wealth Management

Dai Xuxian
Private Banking Department General Manager, Industrial Bank

Kang Chaofeng
Vice President,Global Head of Xinhu Family Office, Xinhu Wealth Management

Gui Zefa
Vice President, Private Banking Centre, Bank of Communications

Dai Chengyan
General Manager of Wealth Management Headquarters, China Resources Szitic Trust

Hugo Tseng
Director, UOB KH, Hong Kong

Niu Rui
General Manager of Family Office, Huaneng Guicheng Trust

Zhao Zhimin
General Manager of Shanghai Wealth Management Center, Citic Trust

Liu Jing
General Manager of Wealth Management And Private Banking Centre, Bank of Jiangsu

Jin Jike
Founder, Family Office Union

William Wang
Head of Business Development, Private Banking, United Overseas Bank China

Lam Ching Ching
Chairman, Charismatic Capital Limited

Zubin Mory
Founder, RealTMOR Asset Management

Angelo Xenophontos
General Manager of Overseas Business Development, Shanghai Office, Aristo Developers

Sermon Kwan
Senior Advisor, Bank of Singapore’s Hong Kong Branch

Li Wei
Chief Lawyer, Yingke Family Trust Center

Wang Haobo
General Manager, Private Banking, Shanghai Branch, China Merchants Bank

Tan Yan
Managing Director, Boston Consulting

Chao Zhu
Chief Executive Officer, Asset Pro

Junfan Shen
Head of Strategic Asset Allocation&Investment Advisory, Ping An Private Banking

Teng Yunlei
Managing Director Co-founder, Beijing Hengyi Zhongrun Capital Investment Management

Grace Chiu
Vice President, Business Development, Asia Pacific, Direxion Asia Limited, Hong Kong

Jermyn Wong
Product Development Director and ETF Specialist, Nikko AM Hong Kong Limited

Shiwei Fu
Director of International Business Department, Zhong Rong Fund Management

Julian Liu
General Manager, Yuanta Securities Investment Trust

Li Hui
President, Tianfu New Area Hedge Fund Society

Jiang Shaokun
Head of Quantitative and Multi Asset Strategies Group, Pengyang Asset Management

Li Na
Director, National Council for Social Security Fund (NSSF)

Ray Tam
Managing Partner，Co-Founder, Raffles Family Office

Danny Sun
General Manager of Derivatives Investment Center, Ping An Fund

Xie Libo
Director of Quantitative Investments, CCB Capital

Hu Antai
Executive President and Secretary General, Shandong FOF Association

Derek Mok
CIO, Fubon Convoy Asset Management (HK)

Jooyoung Yun
Executive Director,Head of ETF Management Business Unit, Mirae Asset Financial Group

Shao Cheng
Managing Director and Head of China Business, Lighthouse Investment Partners

Yuanyan Yi
Deputy General Manager, Partner, Senior Strategist, StarRock Investment

Ken Hui
Chief Operating Officer, Fullgoal Asset Management (HK)

Theresa Han
Managing Director, Hedge Fund Strategies, GCM Investments Hong Kong

Cheng Zhitian
Chief Quantitative Investment Officer, TruValue Asset Management

Chen Yiping
Deputy Director of Fixed-Income Investment, HFT Investment

William Xin
Executive Partner, SMPJ Capital International

Li Guangrong
General Manager, Investment Director, Founder, Shanghai Glory capital

Qilong Zhang
Executive Director Head of Quantitative Strategies, CICC HK Asset Management

Zhou Xin
Chief Executive Officer, XY Investments

Wang Hengnan
Head of Quantitative Investment, Nuode Asset Management

Lu Chen
CIO, Chief Economist, Xuanhong Group

Wu Zhenzhong
Investment Director, Galaxy Capital

Richard. Lee
General Manager/ Investment Director, Regan Fund

Zeng Jie
Head of Dept. of Asset Management, HwaBao Securities

He Hua
Founder and Chief Executive Officer/CIO, Nine Martingale Investment Management

Li Xianghui
President of China, Canyon Partners

Mao Keji
Chairman, J.Royal Asset

Pang Yaping
Senior Vice President of Quantitative Investment Dept, China Asset Management

Luo Wenjie
General Manager of Quantitative & Index, China Southern Asset Management

Dennis Chen
Head of Index Investments, Portfolio Manager, Harvest Fund Management

Gao Jian
Founder, General Manager, China Finance Quant Technical Investment

Wang Qing
President, Chongyang Investment

Marc Parrott
Counsel, Harneys’ Hong Kong Office

Lin Tun
Chief Executive Officer, Goldstream Capital

Li Qingyun
President, Chief Economist, Minsheng Asset

Kai Ren
Chief Executive Officer and Co-Founder, AFA Finance

Liu Zhaoyang
Head of FOF Investment and Research , JewelleryWater Asset

Keith Wu
Managing Director and Head of Equity Investment, China Everbright Limited

Jay Lin
Sales Director, Greater China, Stoxx

Xu Yisheng
Chairman and General Manager, Chinasoft New Momentum Asset Management

Zhu Haiyang
Assistant General Manager, Tianhong Fund Management

Liu Hui
Chief Executive Officer, True Value Partners

Deng Xiaoli
Founder & Chief Executive Officer, Fort Hill Capital

Lu Shenlin
Deputy President,Co Secretary General, Arimac

Henry Wang
Head of Market Development of Investment & Advisory / Wealth Management, Refinitiv

Tariq Dennison
Registered Investment Advisor, GFM Asset Management

Su Qingyun
Head of Indexing and Quantitative Investment, ETF Business Unit, Huaan Fund

Motor Chen
Senior Manager of Global Market Investment, Yuanta Securities Investment Trust

2019 Partners

EDUCATION PARTNERS:
• Family Office Union
• Tianfu New Era Hedge Fund Society